Owner's Construction Manager study plan
Owner's Construction Manager · Give each week a clear focus.
8 weeks · About 7 hours per week
Project Delivery Methods
Distinguish design-bid-build, design-build, CM-at-risk, and CM-as-advisor by allocating risk, cost certainty, and schedule compression for each
Explain how the owner's construction manager's authority and liability shift between agency CM and CM-at-risk roles
Map the sequence of owner decisions from programming through closeout for two delivery methods and note where the CM adds the most value
Draft a one-page comparison matrix of delivery methods scored against cost, schedule, quality, and owner staffing burden
Your checkpoint
A one-page delivery-method decision matrix with at least four methods scored on five owner criteria and a written rationale for the top choice on a sample project
Project Delivery Methods & Pre-Project Planning and Programming
Analyze how delivery-method choice constrains or enables early procurement of long-lead items and phased permitting
Translate a project program into measurable area, capacity, and performance targets with traceable assumptions
Identify the owner decision gates that must be closed before design authorization and list the consequences of skipping each
Estimate a rough order-of-magnitude budget from program quantities and defend the contingency allowance
Your checkpoint
A two-page pre-design brief containing the program summary, ROM budget with contingency, and a list of unresolved owner decisions blocking design start
Pre-Project Planning and Programming
Build a stakeholder and approvals register covering authorities having jurisdiction, utilities, and internal owner approvers with lead times
Sequence site due-diligence tasks such as survey, geotechnical investigation, environmental review, and utility capacity checks against the design calendar
Convert the program into a milestone schedule showing permitting and procurement durations as explicit activities
Write acceptance criteria for design deliverables so the owner can judge completeness objectively
Your checkpoint
A permitting and due-diligence register with at least 15 entries, each with an owner, a lead time, and a predecessor link into the milestone schedule
Design and Construction Procurement
Select the appropriate procurement route for three scenarios differing in schedule pressure, design maturity, and risk tolerance
Draft evaluation criteria and a weighting scheme that separates pass-fail qualifications from scored technical and price factors
Explain the mechanics and risks of best-value, low-bid, and qualifications-based selection from the owner's side of the table
Prepare prequalification questions that test financial capacity, safety record, and comparable-project experience
Your checkpoint
A complete solicitation evaluation plan for one scenario, including weighted criteria, scoring rubric, and a prequalification questionnaire of at least 12 questions
Design and Construction Procurement & Construction Phase Management
Structure a construction contract with clear scope, schedule milestones, liquidated damages, and change-order procedures
Plan the mobilization and pre-construction conference agenda, including submittal, RFI, and meeting cadences
Design a submittal and RFI workflow with review turnaround times and escalation paths
Set up a quality-assurance observation program with defined hold points and documentation standards
Your checkpoint
A construction-phase startup package containing the contract exhibit list, pre-construction meeting agenda, and a submittal and RFI workflow diagram with turnaround targets
Construction Phase Management
Evaluate a change-order request by testing scope entitlement, pricing reasonableness, and schedule impact before recommending owner action
Run a risk workshop that ranks owner-side risks by probability and consequence and assigns mitigation owners
Prepare a monthly owner report that communicates progress, cost exposure, open risks, and decisions needed
Outline the substantial completion, punch-list, and closeout documentation sequence including warranties and as-builts
Your checkpoint
A mock monthly owner report for a sample project including a risk register of at least 10 ranked risks, a change-order recommendation memo, and a closeout checklist
Project Controls, Cost and Schedule
Read a cost report and reconcile commitments, actuals, and forecast-to-complete against the approved budget
Interpret a critical-path schedule, identify float consumption, and explain the schedule effect of a two-week delay
Compute earned-value indicators and translate them into a plain-language status statement for the owner
Design a set of control thresholds and escalation triggers for cost and schedule variance
Your checkpoint
A cost and schedule control worksheet with worked earned-value calculations, a variance narrative, and defined escalation thresholds
Owner Organization, Ethics and Collaboration & Project Delivery Methods & Construction Phase Management
Apply a decision framework to three ethical scenarios involving confidentiality, conflict of interest, and pressure to approve deficient work
Map the owner organization's roles, decision rights, and communication lines for a representative project
Assess which delivery-method and contract choices best support collaborative behavior and identify incentives that reward it
Synthesize the full course into a personal checklist of owner-side CM duties by project phase
Your checkpoint
A personal owner's CM playbook of no more than four pages covering phase-by-phase duties, ethical decision rules, and a role and decision-rights map
Milestones
Week 2: Can defend a delivery-method recommendation and a ROM budget in writing without referring to notes
Week 4: Score at least 80 percent on a self-written 20-question quiz covering delivery methods, pre-project planning, and procurement
Week 6: Produce a change-order recommendation and a ranked risk register that a peer reviewer judges complete and internally consistent
Week 8: Complete a timed 60-question practice exam across all six domains with every missed item logged and explained in the playbook